Savings Plan Solutions

Florida Retirement Savings Solutions (6)
Florida Financial Locator Service
Discover the best savings options tailored to your needs across the Sunshine State. Whether you're …
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Fixed Rate Annuities
Secure your financial future with guaranteed fixed interest rates for 3 to 10 years. Perfect for …
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Flexible Rate Annuities
Maximize your earnings with flexible-rate annuities linked to market performance, offering terms …
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Education on Safe & Insured Investments
Access free educational resources on safe and insured savings and income investments available …
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Retirees Fixed & Flexible Rate Savings Plans
Tailored specifically for retirees, our savings plans offer both fixed and flexible interest rates …
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Hybrid Annuities
Customize your investment strategy with hybrid annuities offering both fixed and indexed options. …
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IRA & 401(k) Transfers
Safeguard your savings from market volatility by transferring your IRA or 401(k) funds to index …
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Guaranteed Life Insurance
Ensure financial security for your loved ones with non-medical exam coverage, including final …
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Single Premium Life Insurance
Preserve your wealth and transfer taxable assets to tax-free assets with our single premium life …
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(941) 209-1778
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